+228.7%
VTV vs ALLY
+189.7%
+39.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +1.0% | +0.8% |
| 7D | -1.1% | -3.8% | +2.7% | 0.0% |
| 30D | -1.0% | -4.9% | +3.9% | +0.4% |
| 3M | +4.6% | -2.6% | +7.2% | +5.2% |
| 6M | +13.5% | +15.7% | -2.2% | +8.2% |
| YTD | +18.5% | -5.2% | +23.7% | +19.4% |
| 1Y | +22.9% | +2.8% | +20.1% | +20.5% |
| 3Y | +67.8% | +63.4% | +4.4% | +38.9% |
| 5Y | +81.8% | -2.6% | +84.4% | +69.8% |
| All | +228.7% | +189.7% | +39.0% | +106.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ALLY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling